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Richard U
Series 63
E. Syracuse, NY
Summit Planning Group, Inc.
Richard Urciuoli is a financial advisor with Summit Planning Group, Inc., holding a Series 63 designation and over 42 years of industry experience. He has worked at Summit Planning Group since 1986 and at LPL Financial from 1989 to 2020. Outside of advising, he is involved in investment-related activities through his registered investment advisor firm and operates a real estate rental business. Summit Planning Group provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients with at least $250,000 in investable assets. The firm uses a combination of charting, cyclical, fundamental, quantitative, and technical analysis to inform investment decisions, implementing portfolios with equities, mutual funds, ETFs, and fixed income instruments on a discretionary basis.
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